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Relationships allows you to define the relationships between your organization and churches.
This Section Includes:
Relationship Type Grid
Relationship Types are listed in a grid below the Add New Type link. The Description fields are displayed on the grid.
- Click the Edit
icon to make changes to a Relationship.
- Click the Delete
icon to remove the Relationship from the system.
Add New Type
- Click the Add New Relationship Type link to add a new Relationship Type.
- Enter a Name for the Relationship Type (e.g., Pastor, Treasurer, etc.).
- (Optional) Choose an Inverse Relationship from the drop-down list.
- If you leave this empty (default), it will only assign the relationship to the donor.
- If you choose an Inverse Relationship, it will assign the relationship to the donor and it will also assign the inverse relationship to the other record.
- Click the Apply button to save your entry and continue adding new types or click the OK button to save your entry and return to the grid.
- Click the Cancel link to return to the grid without saving.
Updated